Anic Equity¶
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Total return since start: 0.623 %¶
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Equity now: -----------------------------> 49575.59 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45514.38 Kr¶
PnL: ---------------------------------------> 458.38 Kr¶
DD now: ---------------------------------> -6.673 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 13:37:10.505228'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.700000 | 1672.560000 | 203.560000 | 13.860000 | 1468.999998 |
| Sedana Medical | 93 | 5.580000 | 2711.880000 | 190.880000 | 7.570000 | 2521.000011 |
| Orrön Energy | 180 | 5.120000 | 2161.800000 | 118.800000 | 5.810000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 4.570000 | 996.000000 | 61.000000 | 6.520000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 4.950000 | 1017.600000 | 56.600000 | 5.890000 | 960.999996 |
| JM | 6 | 3.900000 | 912.000000 | 48.000000 | 5.560000 | 864.000000 |
| Sagax A | 4 | 4.650000 | 900.000000 | 46.000000 | 5.390000 | 854.000000 |
| Sagax B | 4 | 3.550000 | 897.600000 | 43.600000 | 5.110000 | 854.000000 |
| Catena | 2 | 3.980000 | 835.200000 | 43.200000 | 5.450000 | 792.000000 |
| Hoist Finance | 35 | 1.050000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| Hexatronic Group | 12 | 3.250000 | 999.600000 | 32.600000 | 3.370000 | 966.999996 |
| Gränges | 9 | 1.940000 | 945.900000 | 17.900000 | 1.930000 | 927.999999 |
| Bilia A | 8 | 1.870000 | 916.800000 | 16.800000 | 1.870000 | 900.000000 |
| BioGaia B | 8 | 1.280000 | 946.400000 | 16.400000 | 1.760000 | 930.000000 |
| HEXPOL B | 9 | -0.090000 | 1026.900000 | 5.900000 | 0.580000 | 1020.999996 |
| Biotage | 7 | 0.220000 | 945.000000 | 4.000000 | 0.430000 | 940.999997 |
| Clas Ohlson B | 12 | 0.180000 | 976.200000 | 3.200000 | 0.330000 | 972.999996 |
| OX2 | 13 | 1.110000 | 950.950000 | 0.950000 | 0.100000 | 949.999999 |
| AcadeMedia | 8 | 0.500000 | 402.800000 | 0.800000 | 0.200000 | 402.000000 |
| EQT | 4 | 0.480000 | 832.000000 | 0.000000 | 0.000000 | 832.000000 |
| Byggmax Group | 33 | 0.210000 | 955.020000 | -0.980000 | -0.100000 | 956.000001 |
| ASSA ABLOY B | 3 | -0.540000 | 771.600000 | -7.400000 | -0.950000 | 779.000001 |
| Alimak Group | 11 | 0.240000 | 919.600000 | -8.400000 | -0.910000 | 927.999996 |
| Creaspac SPAC | 39 | 0.210000 | 3705.000000 | -13.000000 | -0.350000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 0.740000 | 950.600000 | -16.400000 | -1.700000 | 966.999999 |
| SKF B | 5 | -1.690000 | 916.250000 | -23.750000 | -2.530000 | 940.000000 |
| VEF | 909 | 0.400000 | 1825.270000 | -24.730000 | -1.340000 | 1850.000436 |
| Indutrade | 5 | 1.810000 | 1182.000000 | -36.000000 | -2.960000 | 1218.000000 |
| Latour B | 4 | 0.340000 | 820.800000 | -36.200000 | -4.220000 | 857.000000 |
| Vitec Software Group B | 2 | 0.580000 | 1048.000000 | -39.000000 | -3.590000 | 1087.000000 |
| Addnode Group B | 11 | -2.620000 | 877.800000 | -43.200000 | -4.690000 | 921.000003 |
| Hexagon B | 26 | 0.580000 | 3409.900000 | -51.100000 | -1.480000 | 3461.000010 |
| INVISIO | 16 | 0.890000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| Bufab | 3 | -0.630000 | 1046.400000 | -62.600000 | -5.640000 | 1109.000001 |
| BHG Group | 97 | 2.720000 | 1391.950000 | -67.050000 | -4.600000 | 1458.999989 |
| TOTAL | 45514.380000 | 458.380000 | -6.67307% | 45056.000411 |
Updated:¶
'2023-07-04 13:37:27.413398'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
